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Your
Investments
Top Down: Repositioning for a maturing cycle
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Career
Case study: should I combine my pension?
Simon Owens, Lead Financial Planner for Goodbody Personal
In this case study, we consider how to simplify your pension landscape.
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Your
Family
Case study: investing an inherited lump sum
Conor Crowley, Wealth Management Executive
In this case study, we consider the importance of diversification when investing a lump sum, such as inheritance.
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Your
Investments
Wealth Matters, Q2 2022: Sentiment, fundamentals and expectations
Joe Prendergast
In this issue of Wealth Matters, we present reflect on the turbulence in financial markets and explore the financial attractions of a retirement abroad.
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Your
Family
Case study: securing your family’s financial future
Clare Duffy, Wealth Management Executive
In this case study, we consider the best ways to meet savings goals and the importance of a protection review.
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Your
Investments
Top Down: what does the crisis in Ukraine mean for asset allocation?
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Investments
Closing the financial literacy gap
Women face other positions of financial vulnerability, such as divorcees or single-parent households, and so, financial independence and literacy is a critical issue for all women.
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Your
Investments
Negative interest rates revisited: it’s not over yet
Michelle O'Keefe
We examine the best options and strategies available for those seeking alternatives to negative interest rates on cash today.
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Your
Investments
Market volatility: not just about geopolitics
Bernard Swords
In our view the volatility of early 2022 should be regarded as a correction and not a reversal of trend.
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Your
Investments
Top Down: what does central banks' hawkish turn mean for asset allocation?
Bernard Swords
How has our asset allocation changed month-on-month?
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Your
Investments
Economic Monitor: How high will US interest rates go?
Dermot O'Leary
Economic Monitor explores the key themes shaping the global economy.
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Your
Investments
Family succession planning: passing on property
Catriona Coady
Here we outline the most popular ways that clients can protect property wealth.
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Your
Investments
Stay diversified – and stay the course: Wealth Matters, Q1 2022
Joe Prendergast
In this issue of Wealth Matters, we present our views on the investment landscape and explore a wealth planning theme to help build and protect our clients' wealth.
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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.
